bionfruit.blogg.se - Salesforce data backup best practices

#Salesforce data backup best practices how to
#Salesforce data backup best practices archive

Over time your archived data may become misaligned with the format of your production data.

Strategies to ensure archived data is available when needed

Document your policies and put the necessary security controls in place to support your policies.

Since archived data may contain sensitive information, limit access to a small group of people who need it to respond to legal requests or compliance-related issues.

Practices for protecting access to archived data

For every data element in your system, define (1) when the records associated with that object will be archived, and (2) when they will be purged.

#Salesforce data backup best practices archive

You may archive transactional data like cases and opportunities more frequently than master data like accounts and contacts. Consider setting different frequencies for different objects.Here are the key components of a good data archive strategy. This allows your institution to keep track of useful information, like an alum’s lifetime donation totals, without having to store all of their individual donation records in your production org.

One common practice is to continue to store aggregates of data in Salesforce even after the supported records are archived. When you archive data, your goal is long-term storage of records you may need to access for reasons like compliance.Īrchived data doesn’t need to be in your active Salesforce org, but it should still be accessible. Like data backups, archived data is stored outside of your Salesforce org, but that's where the similarities end.

Document a plan for records that are created or modified between the time of the last backup and the time data is restored.

Review the plan at least annually to ensure accuracy, and periodically test the process by restoring backed up data into a sandbox environment.

#Salesforce data backup best practices how to

Document a process for how to restore backed up data.

Only allow admins to access backed up data.

If data is encrypted in your Salesforce org for regulatory or other reasons, backup copies should be encrypted too.

Practices that ensure your backups are secure

Time backups so you don’t have new jobs starting before preceding ones finish.

Frequent backups reduce the number of “one-off” records that have to be fixed after a restore, but backups can consume a lot of storage space over time, so find balance.

Use a tool like Data Loader or a third-party backup tool to schedule backups.

Here are the key components to a good data backup strategy.Ĭadence for creating backup copies of your data Backups should be retained as long as the data they contain is actively used in your Salesforce org. The goal of data backup is to create an accessible copy of your data that can be loaded into your org if your active data gets damaged. When you back up data, you make a copy of the records currently in your institution’s Salesforce org and save the copy elsewhere without changing or removing the original records. In this quick look we clarify the details of each method and outline best practices for both. Both methods involve storing copies of your institution’s data outside of your Salesforce org, but they aren’t synonymous. Data storage may seem straightforward until you notice concepts that appear to overlap, like data backup and data archive.

Schools need to be intentional about the ways they store and manage data. Alumni data that potentially spans decades.Student data that needs to be kept for varying lengths of time.Data for prospects who may or may not enroll.Data is constantly coming in and out, and there’s a lot of it. Describe best practices for data storage strategies.Įducation institutions manage high volumes of complex, sensitive data like test scores, financial records, grades, and more.Explain the difference between data backup and data archive.After completing this unit you’ll be able to: